Filings through .
Private Advisor Group LLC
Matched across 16 name variants in the filings
Private Advisor Group LLC summary
Private Advisor Group LLC appears on 70 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $14.7B in assets for 103,337 participants. The median client plan holds $20.1M. Most client plans are sponsored in WI, NY and NJ. The largest clients by plan assets are Humana Inc., Washington Permanente Medical Group, P.C. and Barnes & Thornburg LLP. Plans reported $2.9M in direct and indirect compensation paid to Private Advisor Group LLC. The median is $33K per plan.
- Participants
- 103,337
- Median plan assets
- $20.1M
- Median plan participants
- 405
- Median fees per plan
- $33K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Humana Inc. | KY | $8.7B | 57,219 |
| Washington Permanente Medical Group, P.C. | WA | $1.7B | 2,252 |
| Barnes & Thornburg LLP | IN | $927M | 2,015 |
| Steptoe LLP | DC | $473M | 1,170 |
| Carepoint Health, LLC | CO | $435M | 1,035 |
| Eversana | KS | $407M | 5,377 |
| Ent and Allergy Associates, LLP, plan 001 | NY | $292M | 1,159 |
| Urus Group LP | WI | $187M | 2,175 |
| Ent and Allergy Associates, LLP, plan 004 | NY | $111M | 1,106 |
| Clack Corporation | WI | $91.5M | 534 |
| Norris McLaughlin, P.A. | NJ | $84.3M | 242 |
| Kamps, Inc. | MI | $62.1M | 3,848 |
| Novares US Engine Components, Inc. | WI | $61.4M | 937 |
| Ferolie Corporation | NJ | $60.5M | 568 |
| Ask Chemicals, LLC | OH | $59.1M | 286 |
| J.F. Brennan Company, Inc. | WI | $58.9M | 412 |
| In-Place Machining Company, LLC | WI | $50.3M | 493 |
| The Dutra Group | CA | $47.2M | 296 |
| Klondike Cheese Co. | WI | $43.3M | 307 |
| American Transit Insurance Company | NY | $40.2M | 656 |
| Wilo USA LLC | WI | $38.3M | 590 |
| VC3, Inc. | SC | $36.1M | 691 |
| Milwaukee Bucks, LLC | WI | $34.1M | 1,004 |
| Facsimile Communications Industries, Inc. Dba Atlantic Tomorrowsoffice | NY | $33.1M | 443 |
| Lia Group, Inc. | NY | $33.0M | 1,022 |
- Humana Inc.$8.7BKYParticipants 57,219
- WAParticipants 2,252
- INParticipants 2,015
- Steptoe LLP$473MDCParticipants 1,170
- COParticipants 1,035
- Eversana$407MKSParticipants 5,377
- NYParticipants 1,159
- Urus Group LP$187MWIParticipants 2,175
- NYParticipants 1,106
- Clack Corporation$91.5MWIParticipants 534
- Norris McLaughlin, P.A.$84.3MNJParticipants 242
- Kamps, Inc.$62.1MMIParticipants 3,848
- WIParticipants 937
- Ferolie Corporation$60.5MNJParticipants 568
- Ask Chemicals, LLC$59.1MOHParticipants 286
- WIParticipants 412
- WIParticipants 493
- The Dutra Group$47.2MCAParticipants 296
- Klondike Cheese Co.$43.3MWIParticipants 307
- NYParticipants 656
- Wilo USA LLC$38.3MWIParticipants 590
- VC3, Inc.$36.1MSCParticipants 691
- Milwaukee Bucks, LLC$34.1MWIParticipants 1,004
- NYParticipants 443
- Lia Group, Inc.$33.0MNYParticipants 1,022
Top client states
- WI18 plans
- NY13 plans
- NJ6 plans
- CT4 plans
- IL4 plans
Frequently asked questions
- Who uses Private Advisor Group LLC?
- 70 retirement plans list Private Advisor Group LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Humana Inc., Washington Permanente Medical Group, P.C., Barnes & Thornburg LLP, Steptoe LLP and Carepoint Health, LLC. Most client plans are sponsored in WI, NY and NJ.
- How many plans does Private Advisor Group LLC serve?
- Private Advisor Group LLC serves 70 retirement plans with $14.7B in plan assets and 103,337 participants, based on the latest Form 5500 filings through 2024.
- What does Private Advisor Group LLC charge?
- Plans reported $2.9M in total Schedule C compensation paid to Private Advisor Group LLC. The median plan paid $33K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Private Advisor Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 4 |
| Fidelity (FMR) | 3 |
| Capital Group | 3 |
| Charles Schwab | 2 |
| BlackRock | 2 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 4 |
| T. Rowe Price Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.